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I'm wondering if anyone has experience with tools for tracking external communications with clients. I'm trying to avoid clients receiving communication from multiple programs in the same timeframe. I realize CRM would do this but am wondering if there's a simple stand alone online tool that would do this. Thanks!
It sounds like you're looking for what's variously called a content, marketing, editorial, or communications calendar. If you search for any of those phrases you'll find lots of templates, mostly Excel files. Here's a nice discussion that includes a template. And here's an example built in Asana and one built in Trello. (You could do the same with other project management tools).
RobertForum Moderator Robert L. Weiner ConsultingStrategic Technology Advisors to Nonprofit and Educational Organizationsrobert [AT] rlweiner [DOT] comwww.rlweiner.com
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